Feel free to explore this site to learn more about our firm and how we help our clients plan for and meet their financial goals. If you are looking for an investment professional to manage your company's retirement or pension plan, you have come to the right place. If you are a successful individual looking for a financial professional, welcome. We appreciate your visit.Our priority is helping you take care of yourself and your family. We look forward to learning more about your personal situation, your dreams and goals and your tolerance for risk.
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At Coordinated Financial Group, we have made a commitment to strive in everything we do. Our mission is to create and enhance lifelong financial and professional relationships with our clients. When you choose our financial planning services you benefit from obtaining comprehensive advice from a team of highly qualified professionals - individuals with past experience in addressing your particular financial needs. As an independent financial planning firm, we represent our clients and their interests rather than any specific company.
We begin this stage during our initial meeting where we get to know one another. We focus on what your specific needs are and what you want your investment capital to do for you. The primary objective of this stage is to develop an effective, long-term investment strategy that is custom tailored to the unique needs of each client.
To achieve a successful financial journey, it's important to have an advisor on your side who can help you along the way. Your dedicated advisor will get to know you, understand how you see your future, and identify clear steps to help you plan for it on your terms. The path to financial confidence starts with your initial consultation with a financial advisor.
Reviews (1)
Elliott Peart
Jun 13, 2017
